See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,653 | $55,415-10.4% | $155,509-68.1% | $74,495-33.3% |
| Participation rate | 27.5% | 61.9%-34.4pp | 78.2%-50.7pp | 67.2%-39.7pp |
| Annual return | 15.01% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $472 | $2,267-79.2% | $4,672-89.9% | $2,623-82.0% |
| Participant deferral / active EE | $1,381 | $2,836-51.3% | $5,626-75.4% | $4,346-68.2% |
| Admin fee / account holder | $217 | $1,738-87.5% | $15,912-98.6% | $1,942-88.8% |